Arm CEO Rene Haas has a unique, bird’s eye view of the tech industry. His company’s chip designs are in the majority of devices you use on a daily basis, from your smartphone to your car. The SoftBank-backed company he leads is worth almost $150 billion, which is now considerably more than Intel.
With the news earlier this week that Intel CEO Pat Gelsinger “retired” and Intel is evaluating its options for a possible spinoff or outright sale, I wanted to hear what Haas thought should happen to his longtime frenemy. There were reports that he approached Intel about buying a big chunk of the company before Gelsinger was ousted. At the same time, Arm is also rumored to be eyeing an expansion into building its own chips and not just licensing its designs.
Haas and I touched on all that and more in an exclusive interview earlier today, which will air in full on a future episode of Decoder. (You can listen to my episode about AI spending in the enterprise that just came out as well.) In the meantime, I wanted to give subscribers the first peek at the highlights from my conversation with Haas.
The following interview has been edited and condensed:
On what he makes of the Intel…